John Wypiszinski is the principal of Wiara Investment Management, LLC, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has managed Wiara Investment Management since 2009. Outside of his advisory role, he has worked seasonally as a part-time bus driver for Kobussen Buses Ltd. Wiara Investment Management serves pooled and institutional clients, including corporate pension and charitable accounts, as well as individual clients across wealth levels. The firm provides discretionary investment management and supervisory services, integrating financial planning into client relationships, and employs a mix of tactical and strategic strategies using various investment vehicles.

Ronald Kolash is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Kolash Wealth Strategies, LLC in Appleton, WI. He has been with Kolash Wealth Strategies since 2011 and also holds a role as Resource Director at Financial Resource Center, Inc. Outside of financial advising, he works as a professional volleyball official. Kolash Wealth Strategies is an independent, single-advisor firm providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and employer retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct client portfolios, with services often coordinated alongside accounting and tax-related advice due to the advisor’s CPA background.

Nathan Schleicher is a financial advisor with ASC 401(k) Management in Appleton, Wisconsin. He holds the Series 63 designation and has 20 years of industry experience. Schleicher has been with ASC Wealth & Retirement Advisors LLC since 2015. ASC 401(k) Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering pension consulting, plan-level services, participant-level advice, and ongoing portfolio management. The firm uses written Investment Policy Statements and model portfolios developed with a third-party asset manager, applying a mix of analytical methods and a long-term trading orientation, with a particular focus on pension consulting for employer plans and concierge planning services involving cross-border coordination.

Joseph Martin is a financial advisor at GoalBridge Wealth Management, LLC in Appleton, WI, holding CFP®, CFA®, and Series 66 credentials with 15 years of industry experience. Prior to founding GoalBridge in 2018, he worked at Ameriprise Financial Services, Inc. for three years. GoalBridge Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a multi-method investment approach tailored to client goals and risk profiles, managing all client assets internally with quarterly account reviews.

Robert Schoelzel is a financial advisor at Financial Advisory Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Stonehaven Wealth & Tax Solutions, LLC. Outside of advising, he manages residential home construction through Oakwood Homes LLC. Financial Advisory Group, Inc. provides discretionary asset management and standalone financial planning services to individuals, trusts, non-profits, small businesses, and estates. The firm uses asset-allocation modeling and Monte Carlo planning to guide portfolio construction under discretionary authority.

Mark Albers is a CFP® and holds a Series 65 license with 13 years of industry experience. He is the principal advisor at Verus Wealth Management, an independent firm he has been with since 2022. His prior experience includes roles at Mariner Platform Solutions, AdvicePeriod, Wipfli Financial Advisors, and Hewins Financial Advisors. Verus Wealth Management provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, donor-advised funds, and small businesses. The firm employs a portfolio approach based on modern portfolio theory and asset allocation, often emphasizing passive index funds and ETFs, and offers discretionary management with a range of custodial platforms supporting margin lending.

Chadwick Oldenburg is a CFP® professional with 14 years of experience in financial advising. He has been with Denarius Wealth Management since 2013. Outside of his advisory role, he provides aerospace and business consulting for Odyssey Aircraft. Denarius Wealth Management offers investment supervisory services, comprehensive financial planning, and retirement-plan consulting to individuals and business clients. The firm emphasizes goal-based planning and customized asset allocation, routinely working with corporate retirement plans and serving in fiduciary roles under ERISA.

David Donze is a financial advisor at Freedom Wealth LLC in Appleton, WI, holding a Series 65 designation with five years of industry experience. He also owns Donze CPA LLC, an accounting firm, and is involved in several real estate entities. Freedom Wealth LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and select corporate clients, utilizing fundamental analysis and tailored investment strategies.

"Wealth is the ability to truly experience life." -- Henry David Thoreau Helping people define their life aspirations and getting their money in line with those dreams is what LIGHTS. ME. UP. And I'm doing it while making personal finance less intimidating. It is the reason I became a CERTIFIED FINANCIAL PLANNER™ professional. After 10 years working in personal finance I decided I had had enough of the "old" model where middle-aged white guys in suits help already wealthy people get more wealthy. I focus on empowering people born in the '80's and '90's to take control of their financial lives. Instead of doing a long, deep, mind-numbing presentation where I talk at my clients, I prefer to work in short and consistent bursts so we will actually make progress and show you this stuff doesn't have to be so hard. If money is a tool you aren't really sure how to use, I encourage you to reach out to me. I want to develop a long-term relationship to understand your unique past, present and future to craft recommendations fit for you. Let's find your wealth, together. In my spare time, you can find me passionately advocating for women's rights - I currently hold a seat on the board of the Women's Fund for the Fox Valley Region - and burning off my extra energy through kickboxing, strength training, running, and/or cross-country skiing. All this activity is necessary because I bake the best cakes and cheesecakes; ask nicely and I might share a piece! Read Sarah's blog here: https://valkyriefinancial.wordpress.com/blog/

William Degeneffe is the sole advisor at Appleton Investment Management Inc. in Menasha, WI, with 30 years of industry experience. He has operated as a sole proprietor under Fox Investors Inc. or his own name since 1988. Outside of financial advising, he is involved in managing several real estate investments as president and part-owner of multiple local property entities. Appleton Investment Management Inc. is an independent, single-advisor firm providing portfolio management services to individual clients. The firm focuses on individualized portfolio management with ongoing account review and currently serves one client with approximately $1.07 million in assets under management.

Chad Nehring is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Conceptual Financial Advisors, LLC in Appleton, WI. He has previously worked at Fortune Financial Services, Inc. and Titletown Wealth Management, LLC. Outside of financial advising, he is president of Mayflower Aero, LLC, a company involved in aviation, and serves as treasurer and secretary of the Boulder Lake Private HOA. Conceptual Financial Advisors, LLC provides portfolio management, pension consulting, and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to develop customized, long-term investment programs and manages both discretionary and non-discretionary accounts, including a wrap fee program and an online service for introductory financial plans.

Andrea Schooler is a financial advisor at Duell Financial Strategies in Appleton, WI, holding a Series 65 designation with 11 years of industry experience. She has been with Duell Financial Strategies, formerly FSB, LLC, since 2014. In addition to her advisory role, she is an independent insurance agent involved in insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning support, and referrals to third-party money managers. The firm’s investment approach focuses on fundamental analysis with a primarily long-term orientation, tailoring recommendations to clients’ risk tolerance, time horizon, and objectives.

Samuel Duell is the principal advisor at Duell Financial Strategies with 20 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he owns and manages a business offering fixed insurance products. Duell Financial Strategies serves individual clients by providing investment advice, financial planning, and referrals to third-party money managers. The firm manages approximately $319 million in discretionary client assets and follows a fundamentally based, long-term investment approach tailored to clients’ risk tolerance and objectives.

Mark Vanderlinden is a CFP® with 16 years of experience at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. Outside of his advisory role, he is involved in a family-owned beef farm. Professional Financial Management, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and wealth advisory services. The firm employs a multi-strategy investment approach combining fundamental and cyclical analysis and provides comprehensive planning deliverables alongside ongoing account monitoring.

Lake La Chapelle is a financial advisor at Duell Financial Strategies in Appleton, WI, with three years of industry experience. He holds a Series 65 designation and has prior work experience at Family First Life and Vector Marketing. Additionally, he operates as an independent insurance agent focusing on life insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning support, and referrals to third-party money managers. The firm manages approximately $319 million in discretionary client assets and employs a fundamental, primarily long-term investment approach tailored to clients’ risk tolerance and objectives.

Julie Huth is a CFP® professional with 20 years of industry experience. She currently works at Cornerstone Financial Consulting, LLC and also operates Cornerstone Tax Consulting, LLC, where she provides tax, accounting, and small business consulting services. Prior to these roles, she was associated with Huth Advisory Group, LLC and J.A. Huth & Associates, Inc. She spends approximately half of her time on tax consulting and accounting through her other business activities. Cornerstone Financial Consulting is an owner-managed registered investment adviser serving individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, ongoing financial planning, and ERISA plan advisory services, managing roughly $41 million across several hundred client relationships.

John Wolf is a financial advisor with Cornerstone Financial Planning, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Cornerstone Financial Planning since 2000. In addition to his advisory role, he provides income tax preparation services for some clients during tax season. Cornerstone Financial Planning, Inc. offers financial planning and discretionary portfolio management to individual and high-net-worth clients and their related trusts and estates. The firm designs portfolios based on asset-allocation models aligned with clients’ objectives, time horizons, and risk tolerances, employing mutual funds, ETFs, and third-party managers, with offerings that include ongoing investment management, insurance and annuity products, and in-house tax preparation.

Patrick Collar is the principal of Collar Capital Management, LLC in Appleton, Wisconsin, where he has 25 years of industry experience. He has held his current role since 2009 and holds Series 63 and Series 65 designations. Collar Capital Management serves individual and high-net-worth clients by providing asset management, pension consulting for plan sponsors, and non-discretionary investment administration services. The firm integrates financial planning into its advisory process and employs a variety of analytical methods and strategies, including the use of digital assets and option strategies.

Brian Much is a financial advisor at Stonehaven Wealth & Tax Solutions with 18 years of industry experience. He holds the PFS™ and Series 66 designations and previously worked at Cambridge Investment Research Advisors, Inc. for 15 years. In addition to his advisory role, Brian serves as CEO of Stonehaven Financial Services, LLC, which provides tax and accounting services, and is involved in managing commercial real estate through Stonehaven Real Estate, LLC. Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm offers discretionary portfolio management and comprehensive wealth planning, employing a mix of fundamental and quantitative analysis to build model portfolios primarily composed of ETFs, mutual funds, and individual equities.

Muhammed Kabeer Gbaja Biamila is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently with Atlantis Wealth Advisors LLC and has prior experience at Camelot Advisors LLC, Vestura, LLC, and Compass (Finances God's Way). Atlantis Wealth Advisors LLC provides financial planning, asset management, and consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of top-down macro analysis and bottom-up security selection, offering discretionary and non-discretionary investment programs through proprietary strategies and third-party managers.